Customer Onboarding Coordinator ›
Filevine
Customer Service
Salt Lake City, UT, USA
Posted on Aug 23, 2025
Responsibilities
- Validate certified implementation partner’s statements of work and ensure customers are assigned to an appropriate partner.
- Track and monitor internal data to ensure up-to-date and accurate information is provided by partners and customers.
- Review sales calls and partner/customer calls to ensure correct information is being communicated and expectations are aligned.
- Check in with customers during the implementation process to address questions and maintain satisfaction.
- Maintain relationships and lead communication channels between customers, partners, and internal teams during escalations.
- Monitor progress to ensure implementation issues and roadblocks are resolved effectively.
- Ensure partner and customer expectations are aligned throughout the process.
- Validate customers have been launched successfully with the product.
- Monitor customer usage and flag at-risk customers for intervention.
- Collect satisfaction scores and identify successful customer stories showcasing Filevine’s value.
Qualifications
- 6+ years of experience in customer success, account management, or implementation coordination roles, ideally in SaaS or technology solutions.
- Experience working post-sale with cross-functional teams (sales, customer success, and implementation partners).
- Proven track record of managing partner relationships and ensuring contractual/statement-of-work compliance.
- Proficiency in data tracking, reporting, and analysis to monitor partner and customer progress.
- Strong organizational and time management skills to handle multiple customers and partners simultaneously.
- Legal experience is a plus!